13F-HR filed by CAPITAL INSIGHT PARTNERS, LLC
CAPITAL INSIGHT PARTNERS, LLC filed this 13F-HR for the quarter ended 2020-12-31, filed 2021-02-02, with 143 holding rows worth $397,355,000.
- Accession
- 0001104659-21-010699
- Filer
- CIK 1664385
- Filed
- 2021-02-02
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2020
A holdings report, 143 entries on the cover page, a total value of $397,355,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $397,355,000 with VALUE read as thousands by filing date, 13F file number 028-17100. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ISHARES TR | 46432F859 | CORE 1 5 YR USD | 399,739 | $20,643,000 | thousands by filing date | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 102,518 | $12,117,000 | thousands by filing date | |
| iShares iBoxx Inv Grade Corporate Bond ETF | 464287242 | SHS | 87,014 | $12,019,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 84,391 | $11,198,000 | thousands by filing date | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 118,954 | $9,861,000 | thousands by filing date | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 69,178 | $8,995,000 | thousands by filing date | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 76,292 | $8,941,000 | thousands by filing date | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 23,054 | $8,654,000 | thousands by filing date | |
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 98,962 | $8,239,000 | thousands by filing date | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 88,061 | $7,766,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524888 | INTL SCEQT ETF | 170,589 | $6,423,000 | thousands by filing date | |
| Honeywell Technologies | 438516106 | COM | 29,174 | $6,205,000 | thousands by filing date | |
| Schwab US REIT ETF | 808524847 | SHS | 162,250 | $6,161,000 | thousands by filing date | |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 464288646 | ETF | 108,282 | $5,974,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 3,110 | $5,451,000 | thousands by filing date | |
| Comcast Corp | 20030N101 | COM | 98,701 | $5,172,000 | thousands by filing date | |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 464288158 | ETF | 45,773 | $4,949,000 | thousands by filing date | |
| META PLATFORMS INC CL A | 30303M102 | COM | 17,503 | $4,781,000 | thousands by filing date | |
| VANGUARD STAR FDS | 921909768 | COM | 75,523 | $4,543,000 | thousands by filing date | |
| VTI | 922908769 | COM | 23,270 | $4,529,000 | thousands by filing date | |
| ISHARES TR | 464288612 | INTRM GOV CR ETF | 38,236 | $4,498,000 | thousands by filing date | |
| Johnson & Johnson | 478160104 | COM | 28,330 | $4,459,000 | thousands by filing date | |
| MasterCard, Inc | 57636Q104 | COM | 12,391 | $4,423,000 | thousands by filing date | |
| ISHARES TR | 464288372 | COM | 100,392 | $4,388,000 | thousands by filing date | |
| SPY | 78462F103 | SHS | 11,584 | $4,331,000 | thousands by filing date | |
| VANGUARD SCOTTSDALE FDS | 92206C771 | SHS | 78,061 | $4,221,000 | thousands by filing date | |
| VANGUARD INTL EQUITY INDEX F | 922042676 | COM | 77,067 | $4,186,000 | thousands by filing date | |
| ISHARES TR | 464287457 | COM | 47,962 | $4,143,000 | thousands by filing date | |
| ISHARES TR | 46432F834 | COM | 57,229 | $3,845,000 | thousands by filing date | |
| JPMorgan Chase & Co | 46625H100 | COM | 30,093 | $3,824,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 16,920 | $3,763,000 | thousands by filing date | |
| TREX CO INC | 89531P105 | COM | 42,810 | $3,584,000 | thousands by filing date | |
| Bank of America Corp | 060505104 | COM | 117,735 | $3,569,000 | thousands by filing date | |
| Booking Holdings Inc. | 09857L108 | COM | 1,553 | $3,459,000 | thousands by filing date | |
| SELECT SECTOR SPDR TR | 81369Y407 | SBI CONS DISCR | 21,452 | $3,449,000 | thousands by filing date | |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 29,619 | $3,360,000 | thousands by filing date | |
| EDWARDS LIFESCIENCES CORP COM | 28176E108 | Stock | 36,622 | $3,341,000 | thousands by filing date | |
| CHEMED CORP NEW | 16359R103 | COM | 6,229 | $3,318,000 | thousands by filing date | |
| COLGATE PALMOLIVE CO COM | 194162103 | Stock | 38,072 | $3,256,000 | thousands by filing date | |
| OLD DOMINION FREIGHT LINE INC COM | 679580100 | Stock | 16,351 | $3,191,000 | thousands by filing date | |
| TRUIST FINL CORP COM | 89832Q109 | Stock | 64,937 | $3,112,000 | thousands by filing date | |
| Medtronic Plc | G5960L103 | COM | 25,965 | $3,042,000 | thousands by filing date | |
| SPDR SER TR | 78464A870 | S&P BIOTECH | 21,507 | $3,028,000 | thousands by filing date | |
| SPDR SERIES TRUST | 78464A474 | ST SHOR CORP ETF | 94,853 | $2,978,000 | thousands by filing date | |
| Intercontinental Exchange,Inc. | 45866F104 | COM | 25,320 | $2,919,000 | thousands by filing date | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 46,696 | $2,897,000 | thousands by filing date | |
| Schwab US TIPS ETF | 808524870 | SHS | 45,844 | $2,846,000 | thousands by filing date | |
| FIDELITY NATL INFORMATION SVCS COM | 31620M106 | Stock | 20,111 | $2,845,000 | thousands by filing date | |
| VWO | 922042858 | SHS | 56,293 | $2,821,000 | thousands by filing date | |
| PepsiCo,Inc. | 713448108 | COM | 18,920 | $2,806,000 | thousands by filing date | |
| PIMCO ETF TR | 72201R833 | ENHAN SHRT MA AC | 27,331 | $2,789,000 | thousands by filing date | |
| FACTSET RESH SYS INC COM | 303075105 | Stock | 8,301 | $2,760,000 | thousands by filing date | |
| MOODYS CORP COM | 615369105 | Stock | 9,206 | $2,672,000 | thousands by filing date | |
| DBX ETF TR | 233051432 | XTRACK USD HIGH | 52,428 | $2,626,000 | thousands by filing date | |
| FIRST REPUBLIC BANK/SAN FRANCI | 33616C100 | COM | 17,514 | $2,573,000 | thousands by filing date | |
| NIKE,Inc. Class B | 654106103 | COM | 17,768 | $2,514,000 | thousands by filing date | |
| UnitedHealth Group Inc | 91324P102 | COM | 7,124 | $2,498,000 | thousands by filing date | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 11,979 | $2,477,000 | thousands by filing date | |
| GENTEX CORP COM | 371901109 | Stock | 73,007 | $2,477,000 | thousands by filing date | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 65,323 | $2,476,000 | thousands by filing date | |
| Home Depot, Inc | 437076102 | COM | 9,317 | $2,475,000 | thousands by filing date | |
| MANHATTAN ASSOCIATES INC COM | 562750109 | Stock | 23,268 | $2,447,000 | thousands by filing date | |
| COGENT COMMUNICATIONS GROUP | 19239V302 | COM NEW | 40,076 | $2,399,000 | thousands by filing date | |
| SELECT SECTOR SPDR TR | 81369Y100 | SBI MATERIALS | 33,017 | $2,390,000 | thousands by filing date | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 13,632 | $2,296,000 | thousands by filing date | |
| Schwab Short Term US Treasury ETF | 808524862 | SHS | 43,973 | $2,260,000 | thousands by filing date | |
| SELECT SECTOR SPDR TR | 81369Y308 | STATE STREET CON | 33,427 | $2,255,000 | thousands by filing date | |
| STATE STR CORP COM | 857477103 | Stock | 30,530 | $2,222,000 | thousands by filing date | |
| GODADDY INC CL A | 380237107 | Stock | 25,873 | $2,146,000 | thousands by filing date | |
| BECTON DICKINSON & CO | 075887109 | COM | 8,571 | $2,145,000 | thousands by filing date | |
| Oracle Corporation | 68389X105 | COM | 33,106 | $2,142,000 | thousands by filing date | |
| CHARLES RIV LABS INTL INC | 159864107 | COM | 8,546 | $2,135,000 | thousands by filing date | |
| NORDSON CORP | 655663102 | COM | 10,332 | $2,076,000 | thousands by filing date | |
| Amazon.com, Inc | 023135106 | COM | 636 | $2,071,000 | thousands by filing date | |
| HDFC BANK LTD SPONSORED ADS | 40415F101 | ADR | 28,342 | $2,048,000 | thousands by filing date | |
| GARTNERINC | 366651107 | STOK | 12,602 | $2,019,000 | thousands by filing date | |
| Real Estate Select Sector SPDR Fund | 81369Y860 | SHS | 54,499 | $1,992,000 | thousands by filing date | |
| SPDR SERIES TRUST | 78464A698 | ST STR SP REGBNK | 36,897 | $1,917,000 | thousands by filing date | |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 64,628 | $1,905,000 | thousands by filing date | |
| Pfizer Inc. | 717081103 | COM | 51,552 | $1,898,000 | thousands by filing date | |
| CASEYS GEN STORES INC | 147528103 | COM | 10,566 | $1,887,000 | thousands by filing date | |
| Visa Inc | 92826C839 | COM | 8,536 | $1,867,000 | thousands by filing date | |
| TRACTOR SUPPLY CO COM | 892356106 | Stock | 12,683 | $1,783,000 | thousands by filing date | |
| YUM CHINA HLDGS INC | 98850P109 | COM | 30,956 | $1,767,000 | thousands by filing date | |
| UNILEVER PLC | 904767704 | SPON ADR NEW | 28,830 | $1,740,000 | thousands by filing date | |
| Progressive Corporation | 743315103 | COM | 17,258 | $1,706,000 | thousands by filing date | |
| REPUBLIC SVCS INC COM | 760759100 | Stock | 17,276 | $1,664,000 | thousands by filing date | |
| WATSCO INC COM | 942622200 | Stock | 7,291 | $1,652,000 | thousands by filing date | |
| DIAGEO PLC SPON ADR NEW | 25243Q205 | ADR | 10,230 | $1,625,000 | thousands by filing date | |
| XYLEM INC COM | 98419M100 | Stock | 15,800 | $1,608,000 | thousands by filing date | |
| KONINKLIJKE PHILIPS N V NY REGIS SHS NEW | 500472303 | ADR | 29,441 | $1,595,000 | thousands by filing date | |
| Schwab U.S. Small-Cap ETF | 808524607 | SHS | 17,597 | $1,566,000 | thousands by filing date | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 14,175 | $1,546,000 | thousands by filing date | |
| CANADIAN PACIFIC RAILWAYS | 13645T100 | COM | 4,326 | $1,500,000 | thousands by filing date | |
| 3M CO COM | 88579Y101 | Stock | 8,503 | $1,486,000 | thousands by filing date | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 26,350 | $1,454,000 | thousands by filing date | |
| BROOKFIELD ASSET MANAGEMENT IN | 112585104 | CL A LTD VT SH | 34,810 | $1,437,000 | thousands by filing date | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 24,466 | $1,432,000 | thousands by filing date | |
| U HAUL HOLDING COMPANY | 023586100 | COM | 3,099 | $1,407,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 768 | $1,345,000 | thousands by filing date | |
| SAP SE SPON ADR | 803054204 | ADR | 9,926 | $1,294,000 | thousands by filing date | |
| RELX PLC SPONSORED ADR | 759530108 | ADR | 51,617 | $1,273,000 | thousands by filing date | |
| ALIBABA GROUP HLDG LTD | 01609W102 | SPONSORED ADS | 5,309 | $1,236,000 | thousands by filing date | |
| NOVO-NORDISK A S ADR | 670100205 | ADR | 17,626 | $1,231,000 | thousands by filing date | |
| CELESTICA INC | 15101Q108 | COMMON STOCK-FO | 149,170 | $1,204,000 | thousands by filing date | |
| TOYOTA MOTOR CORP ADS | 892331307 | ADR | 7,735 | $1,196,000 | thousands by filing date | |
| METLIFE INC COM | 59156R108 | Stock | 24,960 | $1,172,000 | thousands by filing date | |
| ISHARES TR | 464289867 | CORE 60 BALA ETF | 22,334 | $1,166,000 | thousands by filing date | |
| FEDEX CORP COM | 31428X106 | Stock | 4,379 | $1,137,000 | thousands by filing date | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 8,527 | $1,095,000 | thousands by filing date | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 4,100 | $989,000 | thousands by filing date | |
| iShares U.S. Treasury Bond ETF | 46429B267 | SHS | 35,810 | $975,000 | thousands by filing date | |
| Altria Group Inc | 02209S103 | COM | 22,873 | $938,000 | thousands by filing date | |
| SELECT SECTOR SPDR TR | 81369Y704 | INDL | 10,397 | $921,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524409 | US LCAP VA ETF | 13,718 | $817,000 | thousands by filing date | |
| FTI CONSULTING INC | 302941109 | COM | 7,003 | $782,000 | thousands by filing date | |
| iShares Core Aggressive Allocation ETF | 464289859 | SHS | 12,147 | $780,000 | thousands by filing date | |
| Vanguard Real Estate | 922908553 | SHS | 8,644 | $734,000 | thousands by filing date | |
| iShares Floating Rate Bond ETF | 46429B655 | SHS | 12,652 | $642,000 | thousands by filing date | |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 4,038 | $552,000 | thousands by filing date | |
| Abbott Laboratories | 002824100 | COM | 5,001 | $548,000 | thousands by filing date | |
| REALPAGE INC | 75606N109 | COM | 6,168 | $538,000 | thousands by filing date | |
| VGT | 92204A702 | SHS | 1,470 | $520,000 | thousands by filing date | |
| SPDR SERIES TRUST | 78468R739 | ST NUVE TERM ETF | 10,160 | $506,000 | thousands by filing date | |
| NextEra Energy,Inc. | 65339F101 | COM | 6,400 | $494,000 | thousands by filing date | |
| ISHARES TR | 464288489 | INTL DEV RE ETF | 15,837 | $430,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524839 | US AGGREGATE B | 6,921 | $388,000 | thousands by filing date | |
| Vanguard Energy ETF | 92204A306 | SHS | 6,889 | $357,000 | thousands by filing date | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 9,051 | $326,000 | thousands by filing date | |
| USBANCORPDEL | 902973304 | COM NEW | 6,525 | $304,000 | thousands by filing date | |
| SPDR INDEX SHS FDS | 78463X855 | ST STR INFRA ETF | 6,031 | $301,000 | thousands by filing date | |
| McDonalds Corporation | 580135101 | COM | 1,311 | $281,000 | thousands by filing date | |
| Schwab US Mid-Cap ETF | 808524508 | SHS | 3,948 | $269,000 | thousands by filing date | |
| TELEFLEX INCORPORATED | 879369106 | COM | 640 | $263,000 | thousands by filing date | |
| iShares Russell 2000 ETF | 464287655 | SHS | 1,318 | $258,000 | thousands by filing date | |
| Coca-Cola Company | 191216100 | COM | 4,454 | $244,000 | thousands by filing date | |
| TARGET CORP COM | 87612E106 | Stock | 1,355 | $239,000 | thousands by filing date | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 3,333 | $226,000 | thousands by filing date | |
| Walt Disney Co | 254687106 | COM | 1,200 | $217,000 | thousands by filing date | |
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 2,303 | $210,000 | thousands by filing date | |
| H2O AMERICA | 784305104 | COM | 3,000 | $208,000 | thousands by filing date | |
| Verizon Communications Inc | 92343V104 | COM | 3,460 | $203,000 | thousands by filing date | |
| Vanguard S&P 500 ETF | 922908363 | COM | 586 | $201,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001104659-21-010699 | this filing | 2021-02-02 | acceptance time not in the bulk data set |